Quincy Cass Associates, Incorporated
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 686
- Registered since
- January 1, 1936
- Website
- www.quincycass.com
Firm profile
FINTRXOverview
Quincy Cass Associates, Incorporated is a small, privately owned corporate advisory firm that has been registered with the SEC since 1936. The firm is classified as "Unclassified" in the source data and is owned by an individual rather than by an institutional parent. Reported firm attributes indicate it does not operate as a multi-state adviser, does not act as a pension consultant, and is not a related adviser to another registered entity. The firm also reports that it is not an active ESG investor. The source file does not include described business activities, advisory services, or client segmentation, so there is limited public detail on the firm’s target client types, fee model, or typical service offerings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Mark Minichiello
Chief Executive OfficerCRD 1863304

Daniel Guay
Chief Financial OfficerCRD 4015808

Deanna Adams
Chief Investment OfficerCRD 7475707
Contacts
3 of 5
Aden Schwartz
Equity Research AnalystCRD 7961116
Guadalupe Benitez Chavez
ShareholderCRD 4524777
Rebecca Terrazas
Executive Vice PresidentCRD 4745911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11111 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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